← All themes Artificial Intelligence

Agentic AI

Agentic AI covers systems that take multi-step actions on a user’s behalf rather than answering one question at a time. Giving software the ability to act creates new demand for orchestration, tool access, and audit.

13 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
276	KGAMU KPS Global Asset Management (UK) London, United Kingdom	$66.6M	-$9.53M	1	38.21%	Reduced
277	AIM Allen Investment Management New York	$66.4M	-$982K	3	1.07%	Reduced
278	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$66.2M	+$6.01M	5	0.11%	Increased
279	Eagle Asset Management St Petersburg, Florida	$65.8M	+$1.16M	2	0.41%	Increased
280	Cullen/Frost Bankers San Antonio, Texas	$65.8M	-$4.46M	2	1.48%	Reduced
281	Two Sigma Advisers New York	$65M	+$27.3M	3	0.18%	Increased
282	VCM Valiant Capital Management San Francisco, California	$64.3M	-$6.44M	2	6.45%	Reduced
283	Personal Capital Advisors Redwood City, California	$64.2M	-$3.84M	1	0.34%	Reduced
284	Employees Retirement System of Texas Austin, Texas	$64.1M	+$6.23M	2	0.91%	Increased
285	Marsico Capital Management Denver, Colorado	$63M	-$10.7M	2	3.07%	Reduced
286	Luther King Capital Management (LKCM) Fort Worth, Texas	$62.6M	-$9.11M	2	0.35%	Reduced
287	TP TenCore Partners New York	$62.4M	+$6.98M	1	13.73%	Increased
288	USS Investment Management London, United Kingdom	$62.1M	-$3.2M	3	0.62%	Reduced
289	Whale Rock Capital Management Boston, Massachusetts	$61.6M	+$41.7M	1	1.83%	Increased
290	TC TownSquare Capital Provo, Utah	$60.3M	+$1.53M	3	1.71%	Increased
291	Guggenheim Capital Chicago, Illinois	$60.2M	-$4.81M	5	0.48%	Reduced
292	Första AP-fonden Stockholm, Sweden	$59.1M	-$1.86M	3	0.77%	Reduced
293	AGP Akaris Global Partners New York	$58.6M	+$31.8M	2	20.92%	Increased
294	IG Ithaka Group Arlington, Virginia	$58.4M	-$3.91M	2	11.69%	Reduced
295	NZS Capital Denver, Colorado	$57M	+$19.8M	1	6.09%	Increased
296	Panagora Asset Management Boston, Massachusetts	$56.8M	-$54.6M	4	0.37%	Reduced
297	AAM Ardevora Asset Management London, United Kingdom	$56.5M	+$5.25M	2	0.93%	Increased
298	MN Services Vermogensbeheer The Hague, Netherlands	$56M	-$150M	1	0.52%	Reduced
299	Twin Tree Management Dallas, Texas	$55.8M	+$14M	2	0.09%	Increased
300	PineBridge Investments New York	$55.7M	+$2.87M	2	0.7%	Increased